AWM
Arista Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.3M | Buy |
177,341
+90
| +0.1% | +$35.7K | 9.73% | 2 |
|
|
2025
Q1 | $59.3M | Buy |
177,251
+8,316
| +5% | +$2.78M | 14.37% | 2 |
|
|
2024
Q4 | $61.8M | Buy |
168,935
+624
| +0.4% | +$228K | 14.83% | 2 |
|
|
2024
Q3 | $58.1M | Buy |
168,311
+10,773
| +7% | +$3.72M | 13.96% | 2 |
|
|
2024
Q2 | $52.5M | Buy |
157,538
+113,339
| +256% | +$37.8M | 13.82% | 2 |
|
|
2024
Q1 | $13.5M | Sell |
44,199
-8,678
| -16% | -$2.64M | 10.29% | 4 |
|
|
2023
Q4 | $14.3M | Buy |
52,877
+45,442
| +611% | +$12.3M | 5.24% | 7 |
|
|
2023
Q3 | $1.84M | Buy |
+7,435
| New | +$1.84M | 0.72% | 15 |
|